如何在R中执行近似(模糊)姓名匹配

13

我有一个大型数据集,专门收录了生物学期刊,由不同的人长期组成。因此,数据不在单一格式中。例如,在“作者”列中,我可以找到John Smith、Smith John、Smith J等等,但这是同一个人。我甚至不能执行最简单的操作。例如,我无法确定哪些作者写了最多的文章。

是否有一种方法在R中确定不同名称中大多数符号是否相同,并将其视为相同元素?


3
看一下OpenRefine(以前叫做Google Refine)。这似乎是一个更适合它而不是R的数据预处理工作。它很容易安装,并具有很强的功能,此外还有许多教程和示例,其中一些涉及您的“名称”问题。 - hrbrmstr
你可能想尝试使用agrep(近似字符串匹配) https://stat.ethz.ch/R-manual/R-devel/library/base/html/agrep.html - James King
我会搜索“记录链接”(record linkage)。我已经有一段时间没有做这个了,但是有一个RecordLinkage包可能会有所帮助。另外,我记得在这个之前的问题上有一些建议/链接。 - Richard Herron
关于R包RecordLinkage:CRAN存储库中已删除“RecordLinkage”软件包。以前可用的版本可以从存档中获取。由于未纠正内存访问错误,该软件包于2014年5月31日归档。 - lawyeR
RecordLinkage又回来了。https://cran.r-project.org/web/packages/RecordLinkage/index.html - Jean V. Adams
2个回答

11

有一些软件包可以帮助你完成这个任务,其中一些在评论中列出。但是,如果你不想使用这些软件包,我会尝试写一些 R 代码来帮助你。该代码将把“John Smith”与“J Smith”、“John Smith”、“Smith John”、“John S”匹配。与此同时,它不会匹配像“John Sally”这样的内容。

# generate some random names
names = c(
  "John Smith", 
  "Wigberht Ernust",
  "Samir Henning",
  "Everette Arron",
  "Erik Conor",
  "Smith J",
  "Smith John",
  "John S",
  "John Sally"
);

# split those names and get all ways to write that name
split_names = lapply(
  X = names,
  FUN = function(x){
    print(x);
    # split by a space
    c_split = unlist(x = strsplit(x = x, split = " "));
    # get both combinations of c_split to compensate for order
    c_splits = list(c_split, rev(x = c_split));
    # return c_splits
    c_splits;
  }
)

# suppose we're looking for John Smith
search_for = "John Smith";

# split it by " " and then find all ways to write that name
search_for_split = unlist(x = strsplit(x = x, split = " "));
search_for_split = list(search_for_split, rev(x = search_for_split));

# initialise a vector containing if search_for was matched in names
match_statuses = c();

# for each name that's been split
for(i in 1:length(x = names)){

  # the match status for the current name
  match_status = FALSE;

  # the current split name
  c_split_name = split_names[[i]];

  # for each element in search_for_split
  for(j in 1:length(x = search_for_split)){

    # the current combination of name
    c_search_for_split_names = search_for_split[[j]];

    # for each element in c_split_name
    for(k in 1:length(x = c_split_name)){

      # the current combination of current split name
      c_c_split_name = c_split_name[[k]];

      # if there's a match, or the length of grep (a pattern finding function is
      # greater than zero)
      if(
        # is c_search_for_split_names first element in c_c_split_name first
        # element
        length(
          x = grep(
            pattern = c_search_for_split_names[1],
            x = c_c_split_name[1]
          )
        ) > 0 &&
        # is c_search_for_split_names second element in c_c_split_name second 
        # element
        length(
          x = grep(
            pattern = c_search_for_split_names[2],
            x = c_c_split_name[2]
          )
        ) > 0 ||
        # or, is c_c_split_name first element in c_search_for_split_names first 
        # element
        length(
          x = grep(
            pattern = c_c_split_name[1],
            x = c_search_for_split_names[1]
          )
        ) > 0 &&
        # is c_c_split_name second element in c_search_for_split_names second 
        # element
        length(
          x = grep(
            pattern = c_c_split_name[2],
            x = c_search_for_split_names[2]
          )
        ) > 0
      ){
        # if this is the case, update match status to TRUE
        match_status = TRUE;
      } else {
        # otherwise, don't update match status
      }
    }
  }

  # append match_status to the match_statuses list
  match_statuses = c(match_statuses, match_status);
}

search_for;

[1] "John Smith"

cbind(names, match_statuses);

     names             match_statuses
[1,] "John Smith"      "TRUE"        
[2,] "Wigberht Ernust" "FALSE"       
[3,] "Samir Henning"   "FALSE"       
[4,] "Everette Arron"  "FALSE"       
[5,] "Erik Conor"      "FALSE"       
[6,] "Smith J"         "TRUE"        
[7,] "Smith John"      "TRUE"        
[8,] "John S"          "TRUE"
[9,] "John Sally"      "FALSE"   

希望这段代码能成为一个起点,你可能需要调整它以适应任意长度的名称。
一些注意事项:
- R中的for循环速度较慢。如果你处理大量名称,请查阅Rcpp。 - 你可能希望将其包装在一个函数中。然后,你可以通过调整search_for来为不同的名称应用此函数。 - 这个示例存在时间复杂性问题,根据你的数据大小,你可能需要重新设计它。

编辑:search_for_split = unlist(x = strsplit(x = search_for, split = " ")); - Sharif Amlani

5
这篇文章是在@joshua-daly的优秀回答基础上进行扩展,以实现两个有用的目标。
(1)查找由n>2个单词组成的名称的排列组合(例如罗伯特·艾伦·齐默曼,又名博伯·迪伦)。
(2)执行在不涉及所有记录名称的情况下定义的搜索(例如博伯·迪伦)。
library(gtools)
x <- c("Yoda","speaks","thus")
permutations(n=3, r=3, v=x, repeats.allowed = FALSE) # n=num.elems r=num.times v=x

# generate some random names
names <- c(
  "John Smith", 
  "Robert Allen Zimmerman (Bob Dylan)",
  "Everette Camille Arron",
  "Valentina Riquelme Molina",
  "Smith J",
  "Smith John",
  "John S",
  "John Sally"
);

# drop parentheses, if any
names <- gsub("[(|)]", "", names)


# split those names and get all ways to write that name into a list of same length
split_names <- lapply(
  X = gsub("[(|)]", "", names),
  FUN = function(x){
    print(x);
    # split by a space
    c_split = unlist(x = strsplit(x = x, split = " "));
    # get all permutations of c_split to compensate for order
    n <- r <- length(c_split)
    c_splits <- list(permutations(n=n, r=r, v=c_split, repeats.allowed = FALSE))
    # return c_splits
    c_splits;
  }
)

split_names

# suppose we're looking for this name
search_for <- "Bob Dylan";

# split it by " " and then find all ways to write that name
search_for_split <- unlist(x = strsplit(x = search_for, split = " "));
# permutations over search_for_split seem redundant

# initialize a vector containing if search_for was matched in names
match_statuses <- c();

# for each name that's been split
for(i in 1:length(names)){

    # the match status for the current name
    match_status <- FALSE;

    # the current split name
    c_split_name <- as.data.frame(split_names[[i]]);

    # for each element in c_split_name
    for(j in 1:nrow(c_split_name)){

        # the current permutation of current split name
        c_c_split_name <- as.matrix(c_split_name[j,]);

        # will receive hits in name's words, one by one, in sequence
        hits <- rep(0, 20) # length 20 should always be above max number of words in names

        # for each element in search_for_split
        for(k in 1:length(search_for_split)){

            # the current permutation of name
            c_search_for_split <- search_for_split[[k]];

            # L first hits will receive hit counts
            L <- min(ncol(c_c_split_name), length(search_for_split));

            # will match as many words as the shortest current pair of names  
            for(l in 1:L){

                # if there's a match, the length of grep is greater than zero
                if(
                    # is c_search_for_split in c_c_split_name's lth element
                    length(
                        grep(
                            pattern = c_search_for_split,
                            x = as.character(c_c_split_name[l])
                        )
                    ) > 0 ||
                    # or, is c_c_split_name's lth element in c_search_for_split
                    length(
                        grep(
                            pattern = c_c_split_name[l],
                            x = c_search_for_split
                        )
                    ) > 0

                # if this is the case, record a hit    
                ){
                    hits[l] <- 1;
                } else {
                # otherwise, don't update hit
                }
            }
        }

        # take L first elements
        hits <- hits[1:L]

       # if hits vector has all ones for this permutation, update match status to TRUE
       if(
           sum(hits)/length(hits)==1 # <- can/should be made more flexible (agrep, or sum/length<1)
       ){
           match_status <- TRUE;
       } else {
       # otherwise, don't update match status
       }
    }

    # append match_status to the match_statuses list
    match_statuses <- c(match_statuses, match_status);
}

search_for;

cbind(names, match_statuses);

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